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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,560 | $111,535+256.4% | $105,223+277.8% | $137,256+189.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 2.87% | 237.85%-235.0pp | 180.65%-177.8pp | 220.34%-217.5pp |
| Employer contribution / active EE | $3,600 | $3,939-8.6% | $3,689-2.4% | $4,156-13.4% |
| Participant deferral / active EE | $4,500 | $5,500-18.2% | $5,072-11.3% | $6,407-29.8% |
| Admin fee / account holder | $662 | $9,721-93.2% | $8,859-92.5% | $12,270-94.6% |